资源描述：
《高效地客户现金流【外文翻译】》由会员上传分享，免费在线阅读，更多相关内容在学术论文-天天文库。
1、本科毕业论文（设计）外文翻译原文：VariablepayEfficientlyMonitorClientCashFlowAsanothercalendaryearwanesclientsturntofinancialplannersforstrategiestomaximizeopportunitiesrelatedtotheendoftheyear.Manyoftheyear-endplanningstrategiespreparedbyfinancialplannersarecontingentonknowingaclient'sinco
2、me,expenses,andcashflowfortheperiod.Itisalsoatimewhenplannersrevieweventsoverthepast12monthsandassessaclient'sprogresstoanexistingfinancialplan.Plannersrecognizehowimportantcashflowmonitoringiswhenidentifyingplanningopportunitiesforclients,butthevolumeofdatagathering,tradit
3、ionallycompletedusingpaperformsorspreadsheets,canquicklybecomeoverwhelming.Also,clientsmayfailtokeeptheirrecordsupdated,orbackofficestaffmaygetboggeddownindataentry,makingtheprocessofyear-endplanningunappealingbecauseoftheamountofworkinvolved.Fortunately,newtechnologyisavai
4、lablethatishelpingplannersminimizemanyofthetediousstepsinvolvedinthedatagatheringprocess.Ispokewithtwoplannersaboutsolutionstheyareusingtostreamlinethecashflowdatagatheringprocessandreducethetimerequiredtocreateyear-endstrategiesforclients.TraditionalDataGatheringTechniques
5、Plannersimplementavarietyoftechniquestogatherdatarelatedtoaclient'scashflow.Thelevelofdetailcollectedlargelydependsonthecomprehensivenatureoftheplanningprovidedforaclient.Someplannerscollectonlytheinformationneededforyear-endtaxplanning,whileothersgatherextensiveincomeandsp
6、endingdataforacomprehensivecashflowanalysis.Theleastefficientmethodtogathercashflowinformationistorequestcopiesofclientspaperstatements.Whilestatementscanbeprovidedineitherhardcopyorelectronicform,clientsmuststillcollatetheirdocuments,deliverthemtotheplanner'soffice,andwait
7、forstafftomanuallyreviewthestatementsandentertheinformationintoappropriateplanningtools.Processingdatamanuallycantakeseveraldays,issusceptibletodataentryerrors,andisnotscalableasfirmsgrowtheirnumberofactiveclientrelationships.Asanalternative,someplannersprovidecustomformsor
8、spreadsheettemplatestoclientsfordatagathering.Theformshelpclientsconsolidatecashfl
